Support Center

This guide will help you understand how to export invoices in different formats and set up accounting exports for popular software such as Saga and WinMentor. Follow the detailed steps to export invoices to PDF, Excel, XML or integrate invoices directly into your accounting software.
 

1. Navigate to the Menu
2. Open the Invoice Export  section.
3. Choose the report that suits you from the left menu:

Invoices Export PDF

1. Use the filters at the top:
   • Period
   • Client Name
   • Source
   • Payment Type
   • Document Type
2. Press Export.
3. Save the file in PDF format.

Excel report

The Excel report can help you monitor invoices more efficiently, especially if you own multiple properties and need to quickly identify the invoices for each one. This report provides clearer organization and allows for more precise data filtering.

Invoices Export

If the accounting department uses software (Saga, WinMentor, WinMentor v1, WinMentor v2, WizCount, Arhimedes, OmiKont, Mastercont, Softpro, Clarvision, Gits, Ciel), export invoices specifically for this software to upload them easily and error-free.

❗ This functionality is available in the system only upon request and for an additional cost. Open a ticket in the Support Center section, mentioning that you want the export feature for the accounting software you use, and a Pynbooking representative will handle your request.

Configure Saga Export

After activation, configure the Saga export settings by following these steps:

1. Press Invoices Export in the left menu.
2. Press Settings and complete the following information:
3. Add Filter and choose the product type from the available options (define a filter in the export settings if you want to divide products by VAT rates).
   • Item/Service Type
   • Saga Code: Enter the article type code exactly as defined in Saga.
   • Saga Name: Enter the article type name exactly as defined in Saga.
   • Management Code (optional): Enter the management code exactly as defined in Saga. This information is optional and helps distribute articles by management sections in Saga.
   • Activity (optional): Enter the activity type as defined in Saga. This information is optional.
   • The Breakfast item in Saga export settings will also include services from the bed and breakfast package.
   • The Lunch and Dinner items will include services defined in Meal Plans and part of Half Board or Full Board packages.Press Add Filter and choose the product type from the available options (define a filter in the export settings if you want to divide products by VAT rates).
4. Enter what the article name contains to differentiate it.
5. Select the VAT rate.
   After completing all information, save the changes!

Saga Export

1. Press Invoices Export in the left menu.
2. Press Export,
3. Select the period,
4. Press Export.
5. Save the file as an archive.
6. Extract the archive into a folder.

Saga Import

1. Open the Saga software.
2. Press Administration, select Database Maintenance, and press Save/Indexing to save the current software version in case the import fails.
3. Press Miscellaneous, then Import Data, then Import Data from Generated Export Files or Outputs - XML Invoices. Locate the folder where you extracted the archive so the software retrieves the two files:
4. One file is for articles and one file is for invoices.
5. Identify the articles file and press Import. Select Windows and press Select. The file format is:  Articles_start date_end date_outputsș
   ❗ Always import articles first, then invoices; otherwise, the import will fail.
6. Wait for the articles to import.
7. Identify the invoices file and press Import. The file format is: F_TIN_invoice series_start date 
8. Wait for the invoices to import.

SAGA Export Update – Adding FacturaTip in the XML Export

FacturaTip "F" – for invoices issued with bank transfer.
FacturaTip "f" – for invoices issued with a fiscal receipt.

This change is intended to assist with the declaration to ANAF, preventing revenue duplication for invoices issued with a fiscal receipt.

For invoices issued with a fiscal receipt, FacturaTip "f" will be automatically applied, and for bank transfers, "F" will be used.
 

Configure WinMentor Export

1. Press Invoices Export  in the left menu.
2. Press Settings and complete the required information:
3. Account: Enter the article type code exactly as defined in WinMentor.
4. Define a filter in the export settings if you want to divide products by VAT rates.
5. Press Add Filter,
6. Choose the product type,
7. Enter what the article name contains,
8. Select the VAT rate,
9. Complete the required information for this filter.
10. Press Save.

WinMentor Export

1. Press Invoices Export in the left menu.
2. Press Export,
3. Select the period,
4. Press Export.
5. Save the file as an archive.
6. Extract the archive into a folder.

WinMentor Import

1. Open the WinMentor software.
2. Three files will be downloaded: one for invoices, one for articles, and one for partners.
   ❗ Always import articles first, then invoices; otherwise, the import will fail.
3. Wait for the articles to import.
4. Identify the invoices file,
5. Press Import,
6. Wait for the invoices to import.
    

Export Excel Invoices

1. Select Export Excel Invoicesl in the left menu.
2. Press Export,
3. Select the period,
4. Press Export,
5. Save the file in Excel format.

Export XML Invoices (e-Invoice)

1. Select Export XML  Invoice in the left menu.
2. Press Export,
3. Select the period,
4. Press Export,
5. Export invoices in XML format
    

✅Done! You’ve gone through the information for this section!